Citi Highlights Software Stocks It Expects to Withstand Differing AI Market Scenarios

On February 10, 2026, Citi argued that several major software companies are well placed to perform across a range of artificial intelligence outcomes despite recent market volatility. The bank's analysts pointed to names such as Dynatrace, Microsoft, Cloudflare, Rubrik, and Palantir, emphasizing recurring revenue, scalable AI-ready platforms, and resilient earnings trends.